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Summit Asset Management’s Blackstone Mortgage Trust BXMT Stock Holding History

Summit Asset Management’s Portfolio BXMT Stock Details BXMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$208K Hold
12,300
– – 0.03% 176
2026
Q1 		$236K Hold
12,300
– – 0.03% 163
2025
Q4 		$235K Buy
+12,300
New +$233K 0.03% 158

Other funds holding BXMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Asset Management's BXMT Position: Q2 2026 in Review

Summit Asset Management held its Blackstone Mortgage Trust (BXMT) position steady in Q2 2026 at 12,300 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #176.

Summit Asset Management first reported a position in BXMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $236K in Q1 2026. 348 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • Summit Asset Management held 12,300 shares of Blackstone Mortgage Trust worth $208K as of Q2 2026.
  • Summit Asset Management left its Blackstone Mortgage Trust share count unchanged in Q2 2026.
  • Blackstone Mortgage Trust made up 0.03% of Summit Asset Management's portfolio in Q2 2026, its #176 holding.
  • Summit Asset Management first reported a position in Blackstone Mortgage Trust in Q4 2025 and has held it in 3 quarters since.
  • Summit Asset Management's Blackstone Mortgage Trust position peaked at $236K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.